Plan Snapshot
- Plan Sponsor: Uinta Brewing Company
- Sponsor EIN: 870506090
- Sponsor Address: 1722 SO. FREMONT DRIVE, SALT LAKE CITY, UT, 84104
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 66
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 66 | $3.2M | $111,610 | $216,181 |
| 2024 | 55 | $2.6M | $104,969 | $204,364 |
| 2023 | 64 | $2.4M | $100,831 | $209,262 |
| 2022 | 58 | $2.2M | $100,640 | $202,398 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | Investment Advisor | $11,554 | — | $11,554 |
| NATIONAL BENEFIT SERVICES, LLC | Recordkeeper | $7,921 | $1,221 | $9,142 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,696
- Estimated Expense Ratio: 0.652% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $248,394 | — | — | — | — |
| 2024 | $20,890 | — | $20,890 | — | — |
| 2023 | $11,566 | — | $11,566 | — | — |
| 2022 | $151,440 | — | — | — | — |